Summary of Oshkosh Corporation 2025 Investor Day Company Overview - **Company**: Oshkosh Corporation (OSK) - **Industry**: Industrial Technology - **Market Position**: Publicly traded with a market capitalization of approximately $11 billion, listed on the Fortune 500 list [doc id='17'] Core Points and Arguments Strategic Focus - **Vision**: Oshkosh aims to grow revenue, improve margins, and deliver shareholder value through innovation, culture, and disciplined execution [doc id='2'] - **Key Takeaways**: Strong revenue growth projected through 2028 and transformative margin expansion [doc id='14'] - **Backlog**: Existing backlog in vocational and transport segments is a major driver for top-line growth [doc id='14] Financial Performance - **Past Achievements**: Successfully met ambitious targets for top line, operating income, and earnings per share one year early [doc id='11'] - **Future Projections**: Expected revenue generation of $19 billion from a $3.1 billion investment in innovation and product development from 2022 to 2028 [doc id='101'] Innovation and Technology - **Core Technologies**: Focus on electrification, autonomy, and intelligent connected products [doc id='75'] - **Patents**: Over 1,300 patents, with a strong emphasis on electrification, autonomy, and connectivity [doc id='78'] - **Recognition**: Ranked as the number two company in the automotive sector for patent power by IEEE [doc id='79'] Market Segments - **Defense Segment Renaming**: The Defense segment has been renamed to Transport to better reflect its business focus [doc id='5'] - **Key Segments**: - **Access Segment**: Focus on resilience and performance [doc id='7'] - **Vocational Segment**: Addressing strong demand and capacity [doc id='7'] Customer-Centric Approach - **Voice of the Customer**: Innovations are driven by understanding customer needs and pain points [doc id='80'] - **Lifecycle Support**: Commitment to supporting customers throughout the entire product lifecycle, generating stable, high-margin, recurring revenue streams [doc id='60] Future Vision - **Airport of the Future**: Automation and connectivity to improve efficiency and reduce delays [doc id='33'] - **Neighborhood of the Future**: Focus on safety, comfort, and productivity for operators [doc id='36'] - **Job Site of the Future**: Enhanced connectivity and productivity through intelligent systems [doc id='40'] Additional Important Content - **Cultural Values**: Emphasis on making a difference in the lives of everyday heroes who serve communities [doc id='19'] - **Competitive Advantages**: Strong brand recognition, advanced manufacturing capabilities, and a talented workforce [doc id='46'][doc id='49'][doc id='51'] - **Investment in Innovation**: Commitment to significant investment in technology and product development to drive future growth [doc id='101] This summary encapsulates the key points discussed during the Oshkosh Corporation 2025 Investor Day, highlighting the company's strategic focus, financial performance, innovation, market segments, customer-centric approach, and future vision.

Skye Bioscience (SKYE) 2025 Conference June 05, 2025 09:20 AM ET Speaker0 Morning, and welcome everyone to the Jefferies Global Healthcare Conference. I'm Jordan Carey with the investment banking team, and it's my pleasure to introduce Puneet Dillon, CEO of Sky Biosciences. Speaker1 Okay. Thank you so much. All right. Good morning, everyone. Yes, thank you again for the invitation and being here at Jefferies. It's always a pleasure seeing the entire Jefferies team and talking about what we're working on at ...

Corvus Pharmaceuticals (CRVS) 2025 Conference June 05, 2025 09:20 AM ET Speaker0 Alright. Welcome, everyone, to Jefferies twenty twenty five, global health care conference. My name is Roger Song, one of the senior analysts covering semi cap biotech in The US. It's my pleasure to introduce our next printing company covers. We have the CEO, Rich Miller. Speaker1 Thank you Roger and good morning everyone. I want to thank Jeffries for the invitation to the healthcare conference and thank you all for attending. ...

Kodiak Sciences (KOD) 2025 Conference June 05, 2025 09:20 AM ET Speaker0 Here in New York. So Yeah. Here in New York. So it's good to be back here looking at the the summer. So we're close to midyear twenty twenty five. And at Kodiak, we have been very busy, and we have a number of activities in progress and a number of activities in in preparation. So it's an exciting time for Kodiak. It's exciting time, I think, for people to to look at us and to think about what our potential is As a company, we, of cour ...

Amneal Pharmaceuticals (AMRX) 2025 Conference June 05, 2025 09:20 AM ET Speaker0 To get an on time start. It's my pleasure. I am Jonas Schirleff from the Healthcare Investment Banking team here at Jefferies. Today we will be hearing from Chirag Entasos from the Amneal Pharmaceuticals team and I will hand it over to you. Thank you very much. Speaker1 Thank you. Thank you. Good morning everyone. Great to see you. Beautiful summer day and hopefully you guys get to go out and walk around and I think the Canadia ...

Adagene (ADAG) 2025 Conference June 05, 2025 09:20 AM ET Speaker0 Good morning, everyone. Thank you for attending Jefferies Global Healthcare Conference. My name is Kelly Xu, a senior analyst on biotech team here. Please join me in the welcome mister Mikhail Chengdu, strategic adviser, IR and the BD of Atogene for this first set of chat session. Welcome. Speaker1 Thanks for having me. Speaker0 Maybe for investors not very familiar with Atogene, could you provide a overview of the company, and what do you ar ...

Cytosorbents (CTSO) 2025 Conference June 05, 2025 09:20 AM ET Speaker0 Alright. Good morning, everyone. My name is Mike Sarcone. I'm an analyst on the US medical supplies and devices team, and this is day two of the Jefferies twenty twenty five New York Health Care Conference. This is a session with CytoSorbents. And from the company, we've got CEO Phil Chan and CFO Pete Mariani. Gentlemen, thank you for joining us. And Phil is actually going to kick it off with some prepared commentary, and then we'll get ...

Shake Shack (SHAK) 2025 Conference June 05, 2025 09:05 AM ET Speaker0 Okay. Good morning, everybody. Welcome to the session for Shake Shack. I'm David Tarantino, restaurants analyst at Baird. And as many of you know, Shake Shack is a leader in the fast casual premium burger segment, a concept that's been very popular and generated really good returns on capital and has a lot of room to grow in our opinion. Pleased to welcome two members of the management team here today, CEO Rob Lynch and CFO Katie Bogarty. ...

Tractor Supply Co (TSCO) 2025 Conference June 05, 2025 09:05 AM ET Speaker0 All right. Good morning, everyone. Speaker1 Thanks for joining us. I'm Peter Benedict, Retail Consumer Products and Services Analyst at Baird. Really pleased to have the team from Tractor Supply with us. Once again, I was talking with Mary Winn last night. I think this could be their seventeenth, at least, consecutive time at the Baird conference. So we love having you guys here. Appreciate making it up. For those of you who don't k ...

Summary of Visa (V) FY Conference June 05, 2025 Company Overview - Visa is a global leader in payments with nearly 14,500 financial institutions issuing 4.8 billion Visa credentials used at over 150 million merchant locations worldwide [4][20] - VisaNet boasts six nines of reliability and is recognized as the seventh most valuable brand globally [4] Core Business and Innovations - Visa operates on a "Visa as a Service" stack, which includes global connectivity, infrastructure, and a services architecture that supports various capabilities [5][6] - Recent innovations include Visa Intelligent Commerce, which utilizes AI to enhance payment security and personalization [7][8][10] - Visa has partnered with major AI platforms like OpenAI and Microsoft to enhance its AI commerce capabilities [11] Stablecoins and Crypto Initiatives - Visa has been actively involved in the crypto and stablecoin space, facilitating nearly $95 billion in crypto purchases since 2020 [13] - The company is focusing on three areas: cards, treasury solutions, and programmable money [12] - Visa has settled over $225 million in transactions using USDC and expects to exceed $1 billion in the next 12-18 months [17] Growth Drivers - Visa identifies three key growth drivers: consumer payments, commercial and money movement solutions (CMS), and value-added services (VAS) [20] - The total addressable market for consumer payments is estimated at $23 trillion, primarily from cash and legacy payment methods [21] - Visa Direct has seen significant growth, with nearly $10 billion in transactions in FY 2024 and a sixfold increase in transaction volume since 2019 [26][27] Commercial Payments and Money Movement - Visa Commercial Solutions holds a 40% market share in commercial card payments and is the largest money movement platform globally [27] - The CMS opportunity is valued at $200 trillion, with Visa targeting $60 trillion in B2B flows [28][29] - Visa Direct's strategy includes expanding domestic use cases and enhancing cross-border capabilities [30][31] Value-Added Services - Visa's VAS portfolio generated $8.8 billion in revenue in FY 2024, focusing on loyalty, fraud prevention, and consulting services [22][24] - The company is diversifying its VAS revenue by expanding services beyond Visa payments [22] Conclusion - Visa's strategy is centered on leveraging its robust infrastructure and brand to drive growth in consumer payments, commercial solutions, and innovative services [35] - The company is committed to delivering long-term shareholder value through sustainable growth and profitability [35]